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2020 Financial Markets Update

The New Tax Frontier

January 31, 2013

First Western’s Senior Trust Officer, Bill Schmidt, and Assistant Director of Wealth Planning, David Cerullo, offer their insight into the recent tax law changes and discuss the potential impact these modifications may have on your estate plan and tax returns.

Should you have any questions regarding the tax laws changes, please feel free to contact Bill or Dave at (303) 531-8100.

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